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Client Services Representative - Insurance

$40k - $45k

Bank of Springfield

Client Services Representative – InsuranceLocation: Springfield, IL; Champaign, IL; Bloomington, IL; Quincy, IL or Jacksonville, IL Department: Insurance Status: Full-TimeAbout the RoleThe Client Services Representative supports the daily operations of the Insurance department by assisting our clients, processing policy documentation and working with insurance carriers and producers. This role focuses on providing excellent customer service while ensuring client requests are handled accurately and efficiently.Essential Duties and ResponsibilitiesProvide exceptional customer service to insurance clients in person, by phone, and via emailAssist clients with policy questions, billing inquiries, and coverage documentationProcess policy changes, renewals, and endorsements accurately and in a timely mannerPrepare certificates of insurance and other required documentation for clientsMaintain accurate client records and documentation within agency management systemsCoordinate with insurance carriers and internal team members regarding policy servicing needsSupport producers with administrative tasks related to new business and renewalsFollow all regulatory, compliance, and company proceduresPerform additional duties as assigned to support the Insurance teamQualificationsHigh school diploma or equivalent required; associate or bachelor's degree preferredPrevious customer service or administrative experience in the field of insurance or financial services preferred; Familiarity with farming and agricultural products is strongly preferred.Illinois insurance license or willingness to obtain within a specified timeframe preferredStrong communication and interpersonal skills are requiredExcellent attention to detail and organizational abilities requiredProficiency with Microsoft Office and ability to learn agency management software requiredAbility to prioritize tasks and manage multiple responsibilities efficiently requiredWhy Join Us?You'll be part of a bank that values relationships, integrity, and community involvement. As a BOS team member, you will have the opportunity to make a meaningful impact—engaging with your team, supporting local businesses and families, and strengthening the communities we serve.Salary Range: The base salary range for this position is $40,000.00 - $45,000.00 annually, depending on experience and qualifications. In addition to the base salary, compensation may include performance-based incentives, bonuses, benefits, and other incentives.

Vacancy posted 5 days ago
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